Automate Customer Communication and Data Updates With SubcontractorHub

Keeping customers informed and maintaining accurate project and proposal data can be time-consuming. With SubcontractorHub’s new Automations feature, you can streamline these processes, reducing manual effort while ensuring timely updates and communications.

Easy Setup, Seamless Execution

Automations in SubcontractorHub allow users to set up triggers that automatically send messages or update data when specific conditions are met. Once configured, these automations run in the background, keeping customers informed and project details up to date without extra work.

Available Automations

SubcontractorHub offers three automation types to enhance efficiency:

SMS Automations: Automatically notify customers via text when key events occur, such as a when a proposal is created or a project stage changes. Ensure homeowners stay informed without the need for manual follow-ups.

Email Automations: Send automated emails to customers based on triggers like project stage change or proposal design completion. Improve communication without adding extra tasks to your team’s workload.

Update Fields: Keep project and proposal data accurate by setting automations that update specific fields when conditions are met. This eliminates manual data entry and ensures information stays current.

New Condition: Automate Messaging When Job Stage Updates

A powerful new condition has been added to Automations—users can now trigger an email or SMS automation when a job stage status is updated in the Project module. This ensures customers receive real-time notifications as their project progresses, enhancing transparency and engagement.

Why Use Automations?

Save Time: Eliminate repetitive manual updates and follow-ups.

Improve Accuracy: Keep project and proposal details up to date automatically.

Enhance Customer Communication: Ensure homeowners receive timely updates without extra effort.

Get Started With Automations Today

SubcontractorHub’s Automations feature is designed to simplify workflows, improve data accuracy, and enhance customer engagement. Ready to see it in action? Book a demo today and start automating your workflow!